The Open 401 K Mep Fiduciary Wise Llc
Sponsored by Fiduciary Wise Llc Fbo Woodcreek Provider Services, Llc · EIN 911876332 · Plan #338
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 118
- With balances
- 109
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Flaherty Financial Group | Investment advisory (participants), Investment advisory (plan) | $28,322 |
| Futurebenefits Of America | Recordkeeping | $11,897 |